IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206K
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,514
New
Increased
Reduced
Closed

Top Buys

1
+$3.29K
2
+$2.79K
3
+$2.63K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$2.48K
5
TCP
TC Pipelines LP
TCP
+$1.72K

Top Sells

1
+$170K
2
+$86K
3
+$61K
4
TRGP icon
Targa Resources
TRGP
+$52K
5
SWC
Stillwater Mining Co
SWC
+$42K

Sector Composition

1 Industrials 9.24%
2 Technology 8.94%
3 Financials 8.04%
4 Healthcare 7.13%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$1 ﹤0.01%
4,510
+5
1352
$1 ﹤0.01%
144
1353
$1 ﹤0.01%
7,940
+5,768
1354
$1 ﹤0.01%
780
1355
$1 ﹤0.01%
1,782
+6
1356
$1 ﹤0.01%
1,822
+1,222
1357
$1 ﹤0.01%
81
+70
1358
$1 ﹤0.01%
2,620
-92
1359
$1 ﹤0.01%
2,952
+2,559
1360
$1 ﹤0.01%
63
+31
1361
$1 ﹤0.01%
+6,228
1362
$1 ﹤0.01%
381
+200
1363
$1 ﹤0.01%
540
+72
1364
$1 ﹤0.01%
6,203
+1,424
1365
$1 ﹤0.01%
+244
1366
$1 ﹤0.01%
6,029
-532
1367
$1 ﹤0.01%
504
+1
1368
$1 ﹤0.01%
811
+226
1369
$1 ﹤0.01%
1,333
+7
1370
$1 ﹤0.01%
+660
1371
$1 ﹤0.01%
44
-61
1372
$1 ﹤0.01%
+4,011
1373
$1 ﹤0.01%
22
1374
$1 ﹤0.01%
43
1375
$1 ﹤0.01%
300
53 54
55
56 57